Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Immunitybio Inc (IBRX)

385 + Investors. Track Smart Money conviction in IBRX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +116
Streak
6Q ▲
Buyers last Q
75%

Smart Money Signals — IBRX

Based on 387 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added IBRX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
387 hedge funds hold IBRX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +87% more funds vs a year ago

fund count last 6Q
+180 new funds entered over the past year (+87% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 75% buying

291 buying98 selling
Last quarter: 291 funds were net buyers (153 opened a brand new position + 138 added to an existing one). Only 98 were sellers (61 trimmed + 37 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+106 vs last Q)

new funds entering per quarter
Funds opening a new IBRX position: 58 → 48 → 47 → 153. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 29% long-term, 45% new

■ 29% conviction (2yr+) ■ 26% medium ■ 45% new
Of the 387 current holders: 111 (29%) held >2 years, 102 held 1–2 years, and 174 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +341% but shares only +17% — price-driven

Value
+340%
Shares
+16%
Last quarter: the total dollar value of institutional holdings rose +341%, but actual share count only changed +17%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

46 → 58 → 48 → 47 → 153 new funds/Q
New funds entering each quarter: 58 → 48 → 47 → 153. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 38% veterans, 50% new entrants

■ 38% veterans ■ 12% 1-2yr ■ 50% new
Of 409 current holders: 155 (38%) held 2+ years, 50 held 1–2 years, 204 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
48 of 379 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in IBRX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IBRX

In 2026 Q1, 291 hedge funds were net buyers of IBRX (153 opened a new position, 138 added to an existing one), while 98 reduced or exited (61 trimmed, 37 sold completely) — a 75% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 40% of total institutional value in IBRX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +116 funds (more new holders than closures). Total institutional holders: 387.

Hedge Fund Ownership: IBRX

How many hedge funds hold IBRX — quarterly history vs. share price
Quarterly hedge fund ownership of IBRX vs. share price

Market Analysis: IBRX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBRX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Immunitybio Inc (IBRX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IBRX has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
IBRX
-4.0%
XLV
+2.1%

IBRX outperformed XLV by -6.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
IBRX
-7.7%
XLV
+3.2%

Since the filing became public, IBRX outperformed XLV by -10.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 0 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: IBRX
385 + Investors

Track Smart Money conviction in IBRX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 385 271 42.07%
13F Shares 202M 174M 16.6%
Total Value $1.53B $347M 340.93%
New Positions 151 47 +104
Increased Positions 139 96 +43
Closed Positions 37 32 +5
Reduced Positions 55 62 -7
Total Calls 11 5 120.0%
Total Puts 19 6 216.67%
PUT/CALL Ratio 1.73 1.2 Bearish

Statistics: IBRX

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

385 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IBRX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IBRX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Great Point Partners LLC 5.29% 3,000,800 $23.0M
2 Kercheville Advisors, LLC 1.58% 643,137 $4.9M
3 Mfg Wealth Management, INC. 1.12% 175,350 $1.3M
4 MOR Wealth Management, LLC 1.00% 283,247 $2.2M
5 Nia Impact Advisors, LLC 0.92% 268,797 $2.1M
6 Virtus Investment Advisers, LLC 0.76% 357,747 $2.7M
7 Allen Holding Inc /Ny 0.52% 687,571 $5.3M
8 Carr Financial Group Corp 0.51% 251,628 $1.9M
9 Affinity Asset Advisors, LLC 0.50% 1,250,000 $9.6M
10 Sheets Smith Wealth Management 0.48% 552,025 $4.2M
11 Clearwater Capital Advisors, LLC 0.44% 717,524 $5.5M
12 Stilwell Value LLC 0.37% 80,000 $614K
13 Headlands Technologies LLC 0.35% 397,170 $3.0M
14 Arete Wealth Advisors, LLC 0.34% 586,734 $4.5M
15 Wealth Effects LLC 0.32% 118,350 $908K
16 Informed Momentum Co LLC 0.29% 322,635 $2.5M
17 Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.28% 41,005 $315K
18 Collective Family Office LLC 0.26% 152,507 $1.2M
19 Cherry Creek Investment Advisors, Inc. 0.25% 74,581 $572K
20 Verity Asset Management, Inc. 0.22% 68,752 $527K
21 Parvin Asset Management, LLC 0.22% 40,000 $307K
22 Voleon Capital Management LP 0.19% 1,157,158 $8.9M
23 Bell & Brown Wealth Advisors, LLC 0.19% 75,050 $576K
24 Aster Capital Management (DIFC) Ltd 0.18% 182,089 $548K
25 Meridian Investment Counsel INC. 0.18% 96,433 $740K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Immunitybio Inc (IBRX)

What does the Smart Money Trend signal show for IBRX?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added IBRX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IBRX?

More buyers than sellers — 75% buying: Last quarter: 291 funds were net buyers (153 opened a brand new position + 138 added to an existing one). Only 98 were sellers (61 trimmed + 37 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBRX holders?

Elite ownership — 40% AUM from top-100 funds: 48 of 379 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in IBRX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IBRX?

Mixed — 29% long-term, 45% new: Of the 387 current holders: 111 (29%) held >2 years, 102 held 1–2 years, and 174 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Immunitybio Inc (IBRX) following the 2026 Q1 hedge fund 13F filings?

As of today, IBRX has moved -7.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.2% for the XLV sector ETF — an outperformance of -10.9%. Since the quarter end (March 31, 2026), IBRX has gained -4.0% vs +2.1% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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